See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,925 | $148,534-71.8% | $135,903-69.2% | $139,434-69.9% |
| Participation rate | 91.7% | 83.9%+7.8pp | 81.9%+9.8pp | 80.3%+11.3pp |
| Annual return | 14.45% | 79.19%-64.7pp | 68.23%-53.8pp | 372.94%-358.5pp |
| Employer contribution / active EE | $2,447 | $5,243-53.3% | $4,856-49.6% | $4,751-48.5% |
| Participant deferral / active EE | $2,416 | $8,100-70.2% | $7,758-68.9% | $6,710-64.0% |
| Admin fee / account holder | $4,419 | $12,400-64.4% | $10,762-58.9% | $11,403-61.2% |